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CIP Quips

Perks of Preferreds

Did you know... Some of the questions we hear most frequently from advisors surround a common topic, preferred securities. We’ve noticed advisors tend to shy away from owning individual preferred securities due to the tedious work needed to follow call provisions, credit ratings and tax treatment. We believe, that with proper management, a... Read more »

Risky Business

What’s in the News: On June 30th the S&P 500 posted its best 6 month return since 2013 and according to Strategas Research Partners this year’s run has just begun. “Since 1950, when the index has risen by more than 8% in the first six months of the year, it has increased by an additional 7.2% through year-end, on average”. With equity... Read more »

A Taxable Equivalent

Did you know… Capital markets are expecting the Fed to raise rates two more times in 2017, and while it appears that the Fed is committed to a path of steady rate hikes, this would still only end the year with rates in the range of about 2.70%. With yields remaining low, the thirst for higher coupons can be sidelined by potential tax... Read more »

Too Conservative?

What’s in the news: Startling statistics from the March edition of the Employee Benefit Research Institute’s survey: 50% of American workers reported to have less than $25,000 saved for retirement 18% of American workers feel very confident about retiring, and six out of ten American workers feel very or somewhat confident about having enough... Read more »

It's Hard to Unwind

What’s in the news: In an effort to alleviate the effects of the 2008 financial crisis the Federal Reserve’s quantitative easing program was introduced to drive down longer termed interest rates. The idea was to encourage people to spend more, and the program ultimately more than tripled the Federal Reserve’s balance sheet. Almost a decade... Read more »

Potentially Lower for Longer?

Whats in the news: In March the Federal Reserve began the process of normalizing interest rates. In a statement, Federal Reserve Chairman Janet Yellen said, “The simple message is the economy is doing well … we have confidence in the robustness of the economy and its resilience to shocks” Since Yellen made that statement, expectations for a... Read more »

ETFs & Fixed Income

Did you know… In recent years, fixed income ETFs have become increasingly more popular as a simple way to get exposure to the fixed income market without having to pay for the active management fee. But did you know that in bond indexes that are weighted by market capitalizations, the issuer is weighted according to their debt appetite.... Read more »

Passive Bond Strategies

What’s in the News: According to research published by Morningstar last week, “it is much harder to get good results from portfolios built with passive ETFs in the fixed-income field than it is in equities”. The study replicated actively managed fixed income funds with portfolios comprised of passive ETF funds over five years. As shown... Read more »

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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